Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,409 | $81,749-75.0% | $58,544-65.1% | $139,456-85.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 22.39% | 7425.45%-7403.1pp | 4249.56%-4227.2pp | 373.45%-351.1pp |
| Employer contribution / active EE | $988 | $1,398-29.3% | $1,053-6.2% | $4,753-79.2% |
| Participant deferral / active EE | $8,201 | $2,555+221.0% | $1,923+326.5% | $6,711+22.2% |
| Admin fee / account holder | $584 | $3,272-82.2% | $2,520-76.8% | $11,407-94.9% |